HVP
Hudson Value Partners Portfolio holdings
AUM
$319M
1-Year Est. Return
25.14%
1 Year Est. Return
+25.14%
AUM
$319M
AUM Growth
+$29.1M
(+10%)
Holding
115
Top Buys
| 1 | +$2.63M | |
| 2 | +$1.32M | |
| 3 | +$937K | |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$864K |
| 5 |
Fidelity National Financial
FNF
|
+$839K |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.54M | |
| 3 | +$1.19M | |
| 4 |
Home Depot
HD
|
+$904K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$860K |
Sector Composition
| 1 | Technology | 26.18% |
| 2 | Financials | 15.92% |
| 3 | Industrials | 12.99% |
| 4 | Communication Services | 11.28% |
| 5 | Healthcare | 8.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.07T
| $21.6M | 6.7% |
43,015
-245
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.98T
| $18.2M | 5.64% |
74,974
-256
|
|
||
3
Apple
AAPL
$3.76T
| $16.9M | 5.23% |
66,389
-989
|
|
||
4
Microsoft
MSFT
$3.44T
| $16.2M | 5% |
31,181
+445
|
|
||
5
NVIDIA
NVDA
$4.57T
| $9.56M | 2.96% |
51,219
+1,250
|
|
||
6
Visa
V
$634B
| $7.93M | 2.46% |
23,238
-106
|
|
||
|
7
Alphabet (Google) Class C
GOOG
$3.98T
| $7.87M | 2.44% |
32,311
|
|
||
8
Costco
COST
$424B
| $7.6M | 2.35% |
8,212
+103
|
|
||
9
ASML
ASML
$526B
| $7.39M | 2.29% |
7,638
+69
|
|
||
10
Corning
GLW
$80.4B
| $7.26M | 2.25% |
88,548
-20,661
|
|
||
11
Builders FirstSource
BLDR
$14.2B
| $7.17M | 2.22% |
59,148
-1,238
|
|
||
12
Franco-Nevada
FNV
$46.7B
| $7.13M | 2.21% |
31,984
+1,252
|
|
||
|
ECG
13
Everus Construction Group
ECG
$4.74B
| $6.78M | 2.1% |
79,101
-1,260
|
|
||
14
Vanguard Total Stock Market ETF
VTI
$583B
| $6.76M | 2.09% |
20,585
+2,855
|
|
||
15
Markel Group
MKL
$26.1B
| $6.71M | 2.08% |
3,508
+32
|
|
||
16
Johnson & Johnson
JNJ
$527B
| $6.47M | 2% |
34,887
+1,165
|
|
||
|
17
Fidelity National Financial
FNF
$14.3B
| $6.31M | 1.95% |
104,306
+13,876
|
|
||
18
Dell
DELL
$79.9B
| $6.25M | 1.93% |
44,065
-135
|
|
||
19
MDU Resources
MDU
$4.24B
| $6.04M | 1.87% |
339,021
-10,101
|
|
||
20
Amgen
AMGN
$178B
| $5.63M | 1.74% |
19,968
+169
|
|
||
21
ESAB
ESAB
$7.42B
| $5.45M | 1.69% |
48,770
+3,033
|
|
||
22
Qualcomm
QCOM
$172B
| $5.38M | 1.67% |
32,333
-113
|
|
||
23
Thermo Fisher Scientific
TMO
$235B
| $5.15M | 1.59% |
10,614
+1,356
|
|
||
24
Merck
MRK
$272B
| $4.94M | 1.53% |
58,831
-2,852
|
|
||
25
JPMorgan Chase
JPM
$850B
| $4.86M | 1.51% |
15,409
-2,148
|
|